Sugarloaf Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Sugarloaf Wealth Management’s Portfolio FFC Stock Details FFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-642	Closed	-$10K	–	814
2022 Q3	$10K	Hold	642	–	–	﹤0.01%	521
2022 Q2	$11K	Hold	642	–	–	﹤0.01%	508
2022 Q1	$13K	Hold	642	–	–	﹤0.01%	463
2021 Q4	$14K	Hold	642	–	–	﹤0.01%	473
2021 Q3	$14K	Hold	642	–	–	﹤0.01%	484
2021 Q2	$15K	Hold	642	–	–	﹤0.01%	458
2021 Q1	$15	Hold	642	–	–	﹤0.01%	456
2020 Q4	$15K	Hold	642	–	–	0.01%	430
2020 Q3	$13K	Hold	642	–	–	﹤0.01%	424
2020 Q2	$13K	Hold	642	–	–	0.01%	413
2020 Q1	$11K	Hold	642	–	–	﹤0.01%	414
2019 Q4	$14K	Buy	+642	New	+$13.7K	0.01%	423

Other funds holding FFC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return